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McKesson

1,187 hedge funds and large institutions have $41.8B invested in McKesson in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 377 increasing their positions, 473 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
+28
Holders Change %
+2.42%
% of All Funds
20.53%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.71%
New
125
Increased
377
Reduced
473
Closed
82
Calls
$680M
Puts
$647M
Net Calls
+$33.1M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
876
HBK Sorce Advisory
Pennsylvania
$331K +$42.1K +124 +15%
KCM
877
Kendall Capital Management
Maryland
$330K
OWM
878
OneAscent Wealth Management
Alabama
$330K +$330K +969 New
RA
879
RFG Advisory
Alabama
$329K +$329K +843 New
PWM
880
Perigon Wealth Management
California
$327K +$12.3K +36 +4%
CPWMP
881
Cardinal Point Wealth Management Partners
California
$327K +$327K +943 New
PFA
882
Pure Financial Advisors
California
$325K -$31K -91 -9%
TIA
883
Tandem Investment Advisors
South Carolina
$324K +$23.5K +69 +8%
SIM
884
Sentry Investment Management
Wisconsin
$322K -$23.1K -68 -7%
FFA
885
First Foundation Advisors
California
$320K -$2.04K -6 -0.6%
APA
886
American Portfolios Advisors
New York
$316K +$10.5K +31 +3%
GLLW
887
Graves Light Lenhart Wealth
Virginia
$316K
CF
888
Centaurus Financial
California
$316K +$130K +383 +70%
LWM
889
Laidlaw Wealth Management
New York
$315K +$74.2K +218 +31%
DIM
890
Delta Investment Management
California
$315K +$315K +927 New
CJFS
891
Coulter & Justus Financial Services
Tennessee
$314K
1W
892
1776 Wealth
Georgia
$313K
BFM
893
Boothbay Fund Management
New York
$312K +$312K +918 New
WAP
894
Wealthcare Advisory Partners
Pennsylvania
$310K -$20.4K -60 -6%
EP
895
Eudaimonia Partners
Tennessee
$308K +$69.3K +204 +29%
WS
896
Wedbush Securities
California
$307K +$73K +215 +31%
SAI
897
Systematic Alpha Investments
New Jersey
$306K
SAM
898
S.A. Mason
Michigan
$306K
CI
899
CX Institutional
Indiana
$306K +$39.7K +117 +15%
BWP
900
Balboa Wealth Partners
Arizona
$306K +$306K +899 New